海外研报
筛选
DB CoTD: Closer....
Having worked with our equitystrategists Binky Chadha and Parag Thatte for manyUS election cycles now, l'm well versed in their view that a tight US electioncampaign tends to see a bias towards sideways markets in the months running upto the
海外研报
2024年08月01日
China-Australia resources trade: transitioning
China’s structural transformation has begun. Its ‘new trio’ – electricvehicles (EV), lithium batteries and photovoltaic products – will likely
海外研报
2024年08月02日
July 2024 Performance Review
July was a month of two halves, with the first half seeing the S&P 500 hit asuccession ofrecord highs, Bonds also rallied as speculation mounted that the Fedwould cut rates in September, particularly after the USCPl report came out. Butriskassets
海外研报
2024年08月02日
Hong Kong: Retail sales rose in June
On a month-over-month basis (seasonally adjusted), Hong Kong retail salesincreased in June (+1.7% in value terms, +1.4% in volume terms). Sales value rose
海外研报
2024年08月02日
Research Unplugged: US Conviction List - Directors’ Cut: August Spotlight
In this podcast, we listen in as Kate McShane, Bonnie Herzog, George Tong, andNoah Poponak join Chris Hussey and Sarah Herr to discuss four of the ideas – Dollar
海外研报
2024年08月02日
US Daily: July Payrolls Preview (Walker/Rindels)
We estimate nonfarm payrolls rose by 165k in July, below consensus of +175kand the three-month average of +177k. We estimate private payrolls increased
海外研报
2024年08月02日
S&P Global PMI in Line With Expectations
BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
海外研报
2024年08月02日
Earnings Tracker: Mixed season, but stock misses heavily penalised
Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
海外研报
2024年08月05日
GS TWIG Notes: This Week in Global Research - August 2, 2024
Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
海外研报
2024年08月05日
How Weak Is the Consumer?
Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报
2024年08月05日
